Accufin - Financial Management Platform1 Repository
Comprehensive financial management platform with dynamic form builder, S3 file management, and client portal. Features admin dashboard, Google OAuth, and secure client data isolation.
Accufin is a sophisticated financial management platform designed to streamline client interactions and data management for financial service providers.
Project Overview:
Accufin combines a public-facing website with a powerful admin dashboard, offering comprehensive solutions for client onboarding, document management, and secure data handling in the financial sector.
Core Features:
Authentication & Security
- Multi-Auth System: Google OAuth integration alongside traditional email/password authentication
- Password Recovery: Complete forgot password workflow with email verification
- Client Data Isolation: Secure private spaces ensuring each client can only access their own data
Dynamic Form Management
- Drag-and-Drop Builder: Intuitive form creation with dynamic input selectors
- Flexible Input Types: Support for various form field types with drag-and-drop functionality
- Response Management: Admin can view, edit, and manage all form submissions
- Client Customization: Forms tailored to specific client requirements and workflows
File & Document Management
- S3 Integration: Robust cloud storage solution for secure file handling
- Client Upload Portal: Secure file upload system with admin-only visibility
- Folder Organization: Dynamic folder creation and file categorization
- Document Corrections: Admin workflow for file corrections and re-uploads
- Archive System: Comprehensive file archiving and retrieval system
Content Management
- Dynamic Blog System: Full-featured blog with dynamic routing and tag management
- SEO Optimization: Proper linking structure and content organization
- User Profiles: Complete user profile management system
Admin Dashboard
- User Management: Comprehensive user administration and oversight
- Notification System: Real-time notifications and communication tools
- Analytics & Reporting: Client interaction tracking and data insights
- Response Editing: Full CRUD operations on client form submissions
Technical Architecture:
Built with modern web technologies to ensure scalability, security, and performance in handling sensitive financial data and client interactions.
Client Impact:
Delivering a complete solution that streamlines financial service operations while maintaining the highest standards of data security and client privacy.
Key Features
- Dynamic drag-and-drop form builder with custom input types
- Google OAuth and email/password authentication system
- S3-powered file management with folder organization
- Client-specific private data spaces with access isolation
- Admin dashboard with form response editing capabilities
- Blog system with dynamic links and tag management
- User management system with role-based permissions
- File upload portal with admin-only visibility controls
- Notification system for real-time client communication
- Document correction workflow with re-upload functionality